Investing in my SIPP & ISA since 2009. 35 years in Construction/Housebuilding/Land Trading. I may have positions in shares I mention -DYOR. Keen cyclist.
SpaceX IPO sentiment check:
Finance bros: bearish
Tech bros: bullish
Pros: bearish
Retail: bullish
Finance twitter: uber bearish
Your brother in law who might get 0.02 shares on Robinhood: bullish
#GLE warn as the land division wont get a large sale over the line in FY26. A further two sites delayed due to the slowdown in housebuilder land acquisition And also move into FY27.
#MPAC TU. Profit Warning and announces sale of Lambert business from £20m reducing debt. Continued delays in decision making and margins impacted. Order book has improved though FY PBT expected substantially below market expectations.
After Lord Lee’s discussion about #PMP and the fundraise during @MelloEventsUK - Mrs TM has today randomly met CFO Jonathan Hill on another matter (nothing to do with crockery).
#MELLO2026 was one to remember 💙
What a time we have had in Chiswick - thank you to all for making it the best Mello yet!
Two packed days of keynote sessions, investor presentations, chats in our exhibitor area & a whole lot of fun from the start
Who's ready for the next one?
Check Onward Opportunities Limited Ord vs 85 peers in UK Small-Cap Equity category. Check On-Going Cost ranking. Find out top performers in category, all in link:
pickafund.com/search-investm…
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Absolutely gobsmacked by the turnout at @MelloEventsUK they had to turn people away at the door. Thank you so so much everybody. We will be back next year with a bigger room! #ONWD
#MEGP TU. Profit Warning. Softening in Revenue in April with some recovery in May attributed to consumer confidence impact from ME issues. PBT now expected at between £69 and £74m. Circa 6% to 12% below consensus.